How Smart Diversification® Works

Now that you understand what Smart Diversification is, let’s get down to the details.

You can have access to a variety of tools to help you implement Smart Diversification for your clients. Membership levels allow you to choose the tools that best fit your needs.

For a completely turnkey approach, you can also invest directly into the Smart Diversification mutual fund (SMDFX).

  • Investment Models

    Get direct access to our evidence-based portfolio models to build client portfolios.

  • Outlook

    Stay one step ahead with algorithmic investment outlooks and client-friendly talking points from Luken Investment Analytics.

  • Marketing Materials

    Strengthen client relationships and grow your business with our white-labeled resources.

  • Education

    Learn at your pace with videos, white papers, and webinars that dive deeper into Smart Diversification.

  • Dashboard

    Stay on top of the metrics that matter with our members-only dashboard.

  • Trends

    Grow as a thought leader for your clients with the latest insights from our team.

It’s Easy to Get Started, and It’s Free!

Choose Your Plan